Wealthspire Advisors (Maryland)’s Invesco Financial Preferred ETF PGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $454K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $153K | Hold |
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|
2018
Q4 | $146K | Hold |
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|
2018
Q3 | $153K | Hold |
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|
2018
Q2 | $155K | Hold |
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|
2018
Q1 | $156K | Hold |
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|
2017
Q4 | $159K | Sell |
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|
2017
Q3 | $164K | Hold |
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|
2017
Q2 | $165K | Hold |
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|
2017
Q1 | $161K | Buy |
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|
2016
Q4 | $151K | Hold |
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|
2016
Q3 | $160K | Hold |
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|
2016
Q2 | $161K | Hold |
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|
2016
Q1 | $158K | Buy |
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|
2015
Q4 | $56K | Buy |
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